See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Service code 99 · EIN 20-8764829 | Other Fees | $0 |
Service code 49 PO BOX 9575 · WARNER ROBINS, GA 31095 | Other Services | $0 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,572 | $60,323+5.4% | $81,812-22.3% | $74,495-14.7% |
| Participation rate | 84.7% | 62.9%+21.9pp | 72.3%+12.4pp | 67.2%+17.5pp |
| Annual return | 12.05% | 16.90%-4.8pp | 773.79%-761.7pp | 1364.94%-1352.9pp |
| Employer contribution / active EE | $1,596 | $2,620-39.1% | $2,912-45.2% | $2,623-39.2% |
| Participant deferral / active EE | $4,601 | $3,387+35.8% | $4,319+6.5% | $4,346+5.9% |
| Admin fee / account holder | $13 | $1,486-99.1% | $7,386-99.8% | $1,942-99.3% |